Invitation to Participate in Thomson Reuters Advisory Boards

I am writing to invite you to participate in one of two Advisory Boards that TEI conducts in conjunction with the Tax & Accounting business of Thomson Reuters.


For over a decade, Thomson Reuters has been TEI’s exclusive affinity partner, a program that has yielded discounts on a range of tax research products and services for members and royalties for the Institute (which has allowed TEI to keep dues and registration fees low).

As part of this affinity partner relationship, we created the Checkpoint & ONESOURCE Advisory Board meetings which provide the opportunity for TEI members to offer comments on current developments affecting tax departments and potential products/enhancements. Listed below are the missions of the two boards, plus a few details about the upcoming meetings of the advisory boards at the Annual Conference. Please let us know by Monday, October 19th if you are interested in participating.


TEI-Checkpoint Advisory Board allows corporate tax professionals at Thomson Reuters to review current developments as well as potential new products and enhancements to better serve the needs of corporate tax departments.

**For this year’s advisory board, we will be focusing on the needs of the emerging tax professional. We invite newer members of the profession (5 – 10 years of professional practice) to join us for a discussion about digital information technology, including new media and emerging technology – how you expect changes in technology to impact your work practices now and in the future and your expectations for future Checkpoint solutions.

TEI-ONESOURCE Advisory Board allows corporate tax professionals at Thomson Reuters to work directly with corporate tax executives. Participants in TEI annual will receive an exclusive sneak peek into the upcoming ONESOURCE release. They will also be able to discuss the compliance challenges they face, share ideas and solutions, and help determine the future direction of products such as ONESOURCE Income Tax, Provision, Workflow, Transfer Pricing, Indirect Tax, Property Tax and more.


  1. WHEN: The Advisory Boards will meet on Wednesday morning, October 21st, from 7:00 a.m. to 8:30 a.m. at the Hyatt Regency Hotel, Dallas. A full breakfast will be served.

  2. WHO & HOW MANY: Under the guidelines adopted by TEI and Thomson Reuters the size of each Advisory Board is limited to between 20 and 25 members, and TEI has a responsibility to ensure the diversity of the group in terms of geographic areas, industries, and subject matter and functional interests). There is NO requirement that members be customers of Thomson Reuters, though there is an expectation that at least 50 percent of all members be customers (to permit feedback on how well Thomson Reuters is meeting corporate tax department needs). Thomson Reuters reserves the right to exclude particular members (e.g., someone who works for a competitor), but no individual will be unreasonably denied membership on the Advisory Board.

  3. WHAT: Both Advisory Boards will generally brainstorm about industry trends, consider whether extant tax-information and software services are responsive to industry needs (i.e., whether there are unmet needs or untapped markets), consider the quality and functionality of the current mix of Thomson Reuters products and services, and respond to questions concerning new products or product ideas. The board may also be asked to view demonstrations of existing or prototype products and offer their collective views. Thomson Reuters will not be engaging in direct sales solicitations of Advisory Board members.

  4. RSVP: Responses are requested by Monday, October 19th. In your message, please identify your company, industry, and contact information; whether you are a current or former user of Checkpoint or ONESOURCE products or services; and any special interests you may have in respect of the Advisory Board’s work.

QUESTIONS: Please call me on 202.464.8354, or simply email.

Thank you for your consideration.

Eli J. Dicker
Executive Director
Tax Executives Institute, Inc.
1200 G Street, NW, Suite 300
Washington, D.C. 20005
Tel 202.464.8354
Fax 202.638.5607
Cell 301.367.6874

Invitation to Participate in Thomson Reuters Advisory Boards

Posted October 05, 2015 in: RSVP Advisory Board by TEI_Admin